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Raymond James Financial
RJF

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
501
Moseley Investment Management
Florida
$282K -$9.57K -93 -4%
NG
502
Norden Group
Utah
$282K -$103K -997 -28%
BCP
503
Blue Chip Partners
Michigan
$280K +$1.13K +11 +0.4%
AWAU
504
Alliance Wealth Advisors (Utah)
Utah
$277K -$1.24K -12 -0.5%
DWM
505
Drive Wealth Management
Utah
$276K +$15.3K +149 +6%
SIC
506
Salem Investment Counselors
North Carolina
$275K – – –
EI
507
EDMP Inc
Florida
$274K – – –
DWM
508
Darwin Wealth Management
Florida
$273K – – –
EAM
509
Empirical Asset Management
Massachusetts
$273K +$252K +2,446 New
LWAM
510
Legacy Wealth Asset Management
Minnesota
$272K +$2.16K +21 +0.9%
NW
511
NewEdge Wealth
Pennsylvania
$265K +$245K +2,375 New
EF
512
Empowered Funds
Pennsylvania
$263K +$36.7K +356 +18%
VAS
513
Vestmark Advisory Solutions
Massachusetts
$259K +$239K +2,319 New
HIA
514
Harbor Investment Advisory
Maryland
$258K – – –
SDIC
515
South Dakota Investment Council
South Dakota
$256K – – –
MYAM
516
Meiji Yasuda Asset Management
Japan
$254K – – –
TAM
517
Trust Asset Management
Texas
$252K – – –
CNBT
518
Canandaigua National Bank & Trust
New York
$249K -$1.34K -13 -0.6%
PWP
519
Principle Wealth Partners
Connecticut
$248K – – –
BWG
520
Berry Wealth Group
Texas
$247K +$228K +2,214 New
CFGS
521
Concourse Financial Group Securities
Alabama
$246K -$5.76K -56 -2%
VI
522
Versor Investments
New York
$245K +$226K +2,200 New
BTI
523
Blue Trust Inc
Georgia
$245K +$27.6K +268 +12%
LSAG
524
Lake Street Advisors Group
New Hampshire
$245K +$225K +2,185 New
NFG
525
Nations Financial Group
Iowa
$245K – – –
19 20
21
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